CRM - Automations in CRM with the Condition "The lead has a scheduled meeting?"
The condition "The lead scheduled a meeting" is essential for identifying high-quality leads and improving the efficiency of the sales team.
Access the CRM, and click on Automations;
Set the title and the condition, which, in this case, will be 'Does the lead have a scheduled meeting?'.
Set the settings;
Configure the condition that must be met for the automation to be triggered.
Determine what you want the CRM to do when the condition is met.
In the example, we will use 'Send a notification to an employee'. This will cause the employee to be alerted whenever the lead schedules a meeting.
But you can set other conditions, such as:
'Create Task': When a lead schedules a meeting, the CRM will automatically create a task related to that meeting and assign it to the sales representative responsible for handling that lead.
Set for whom the notification will be sent, and the message that will appear in the notification and click Save;
After saving your automation, click on the 'Play' icon to activate it.
